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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,913 | $91,037-74.8% | $71,671-68.0% | $147,586-84.5% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 13.55% | 20.48%-6.9pp | 20.65%-7.1pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,629 | $4,498-63.8% | $3,438-52.6% | $5,439-70.0% |
| Admin fee / account holder | $894 | $8,613-89.6% | $5,558-83.9% | $10,886-91.8% |